Tax Manager - Family Office
Alliance Resource Group
Our client is a Single Family Office hiring for a newly created Tax Manager Role. Key Responsibilities Complex tax preparation and filings including individual, trust, partnership, and company returns Compiling and reviewing relevant tax documents including K-1s Respond to inquiries and correspondence from federal, state, and local tax authorities Tax projection and payment calculations for family members and related entities Requirements 5-8 years of UHNW tax experience, with exposure to estate, gift and trust #J-18808-Ljbffr Alliance Resource Group
- JCW Group is partnering with a well-established family office to recruit a Tax Manager for a growing in-house tax team. This role targets a tax professional with 4-7 years of experience to support the complex needs of ultra-high-net-worth individuals, families, trusts,...SuggestedWork at office
- CPA Firm seeking a Tax Manager for its Family Office Group Job Description Responsibilities: Supervise, direct a team members performing duties for the client. Review income tax returns for corporations, partnerships, individuals, foundations, not-for-profit organizations...SuggestedWork at office
- BDO USA is seeking a Tax Senior Manager for Private Client & Family Office Services in New York. This role entails leading the PCS-FOS group, providing exceptional client service, and managing client portfolios effectively. The ideal candidate will have at least eight years...SuggestedWork at office
$146k - $200k
Job Overview The Tax Senior Manager, Private Client & Family Office Services (PCS‑FOS) leads the PCS‑FOS group and is responsible for building a robust practice, providing exceptional client service, supervising work products, developing new business, mentoring team members...SuggestedWork at office- A leading CPA firm in New York is seeking an experienced Tax Manager for its Family Office Group. The role involves supervising a team, reviewing tax returns, and managing client relationships including tax and estate planning. Candidates must have a CPA and 5 years of...SuggestedWork at office
$170k - $210k
...recruiter to learn more. Base pay range $170,000.00/yr - $210,000.00/yr Additional compensation types Annual Bonus Role: Family Office/HNW Tax Manager Company: Large Family Office and Fund Location: Mid Town NYC, 3 days in office Compensation: Up 170-200k base + 20-30%...Full timeContract workWork at officeLocal areaRemote work$120k - $160k
...your goals. What it Means to Work for EisnerAmper: As a Tax Controversy Manager, you will get to be part of one of the largest and fastest... ...market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures...Full timeWork at officeLocal area- ...A multi-billion dollar single family office in the Greater New York Area is hiring a Tax Director to report to the family office CFO. A senior tax leadership seat for a professional with 15+ years from another family office, a public-accounting tax partnership serving...Work at office
- ...Andsimple in the Greater New York Area is seeking a Tax Director to join the family office's executive team. The role reports to the family office CFO and requires a senior-level leader with deep experience in tax for high-net-worth individuals and entities. Candidates...Work at office
- ECG Resources in New York City is seeking an experienced Relationship Manager to support ultra-high-net-worth clients. This role focuses on managing complex tax returns and providing personalized tax planning advice while ensuring client satisfaction. The successful candidate...Work at office
$100.3k - $201.9k
...Description: Merrill Wealth Management is a leading provider of comprehensive... ...Merrill is committed to an in-office culture that supports... ...business development of the Merrill Family Office Services’ (MFOS) ultra-... ...seeking a highly motivated Tax Manager . This important role...Full timeWork at officeWork from homeShift workDay shift$200k - $250k
...currently recruiting a Relationship Manager (RM) to join our multi-family (MFO) team in New York, NY. In this... ...and needs - integrating estate and tax planningEnsure all clients are highly... ...experienced RMs, be physically present in the office when not traveling for business...Full timeWork at officeLocal area- ...importantly, the flexibility to manage your personal and professional... ...with SALT and International tax groups. Ensure staffing & coverage... ...review bonus payrolls to officers from loan out entities. Manage... ...in the business management or family office industry; or 6‑9 years...Work at office
- About Savvy Wealth: Wealth management is a $545 billion industry that still... ...grow without running the back office themselves. Advisors bring... ...Come help us scale! The Role: A family office does more than manage money. It runs a family's taxes, their estate, their trusts,...Live inWork at office
$85.1k - $161.7k
...other client contacts including tax and professional service... ...and Month End Close cyclesLead, manage and coach client services representatives... ...utilizing Microsoft Office (Word, Excel, Outlook, etc.).Strong... ...; national origin; ancestry; familial or marital status; age;...Full timeWork experience placementInternshipWork at officeLocal area- CBIZ Talent Solutions is seeking a Senior Manager/Director of Family Office Tax & Accounting to lead tax strategy, oversee complex returns, and coordinate with external CPA firms for a sophisticated portfolio of trusts, partnerships, real estate, and other family holdings...Work at office
$130k - $150k
...supporting payroll operations for Multi Family Office. This role provides high touch service across... ...-state compliance, and the ability to manage sensitive client and employee matters... ...unemployment insurance (SUI) and state/local tax withholding as clients expand into new...Minimum wagePermanent employmentTemporary workWork at officeLocal areaRelocationFlexible hoursShift work- ...advisory services for high-net-worth families. Drive growth in a dynamic and collaborative... ....Job DescriptionDirector of Family Office OverviewThe Director of Family Office... ...solutions across accounting, tax, and wealth management functions.Develop and maintain trusted...Work at office
$120k - $160k
A prestigious Family Office in Midtown Manhattan seeks an experienced Financial Operations Manager to manage finances and support the CEO. This full-time on-site role requires a Bachelor's degree and over 5 years of experience in financial services. Candidates must demonstrate...Full timeWork at office$100k - $150k
...Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally... ...driven Director to join our growing Family Office practice. This individual will... ...individuals and family office clients, while managing a team and contributing to the...Full timeWork at officeLocal area3 days per week$133.5k - $165.25k
...Family Office Relationship Manager At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate... ...and risk management. Partner with external advisors (tax, legal, investment managers, insurance brokers) to ensure...Contract workWork at officeLocal areaFlexible hours$200k - $350k
...Director, Family Office New York, NY Title: Director, Family Office Department: Family Office Supervises: Supervisors... ...range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of...Full timeWork at office- ...professionals within J.P. Morgan Wealth Management Solutions, managing over $50 billion in customized multi-asset solutions for Family Offices. The investment solutions we provide range... ..., and for developing a customized tax-aware investment strategy that aligns with...Work at officeFlexible hours
$140k - $190k
...a fulfilling career.Join us as a Single Family Office (SFO) Relationship ManagerBBH seeks to hire... ...internal expertise across investments, tax, trust and estate, and numerous family... ...responsibilities include: Relationship Management and Business DevelopmentFocus a significant...Full timeWork at officeLocal areaFlexible hours- A highly respected family office in New York City is seeking a Family Office Finance Director to oversee a blend of tax, accounting, and family office operations for ultra-high-net-... ...estimated payments, and year-end tax planning Manage the accounting and financial reporting...Work at officeLocal area3 days per week
- ...Points Lead impactful projects at a growing family office services practice. Collaborate with... ...entities.Coordinate with external advisors for tax planning and compliance.Assist clients... ...budgeting, forecasting, and liquidity management.Support projects involving trusts,...Work at office
$50k - $65k
Executive Assistant & Family Office Manager Oneg creates beautiful, modern ritual objects and guiding materials that make Shabbat and Jewish holidays accessible, joyful, and meaningful. We are a mission-driven e-commerce company helping people build homes where being Jewish...Full timeFor contractorsWork at office- Career Group seeks an experienced Office Manager for a boutique family office in Midtown Manhattan. You will oversee day-to-day operations, support a small, collaborative team, and ensure a smooth-running office. This hybrid role (in-office Monday-Thursday, Fridays remote...Work at officeRemote workMonday to FridayFlexible hours
$70k - $85k
Overview Vanova Health is supporting Cotler Family Medicine, a well-established outpatient practice in Wall, New Jersey, in their search for a full-time Office Manager to join their collaborative care team. Located just two miles from the Atlantic Ocean and within convenient...Full timeWork at officeLocal areaShift workWeekend work$209k - $327.9k
...invest heavily in our teammates and their families by offering competitive benefits to... ...Join us! About the Role: The Family Office Strategist ("FO Strategist") is a senior... ...institutional investors, or complex wealth management relationships. ~ Deep understanding of...Work at officeWork from homeShift workDay shift
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